Watch the video below to see how to integrate your Salestrekker account onto the Effi Broker Portal:
1) Ensure that you have selected an aggregator that has already integrated with Salestrekker. If you have not done this, you can always edit by selecting Profile and then clicking the edit button on the business information.
In your case, please select your aggregator from My Aggregator Drop down menu.
2) Go to Settings and click Aggregator Configuration.
3) Click the pencil icon half way down. Switch toggle to Email and enter your Salestrekker username and password.
4) Map your workflows and status to the Effi status.
Learn how to map salestrekker workflow with effi via this Article: How do I map Salestrekker workflow with Effi Status.
If you have any questions about this integration, please contact us at firstname.lastname@example.org.